JPMorgan Core Bond Fund Select Class

 (MUTF:WOBDX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.25%
   
1 week   +0.77%
   
4 week   +1.82%
   
3 month   +2.61%
   
YTD   +2.44%
   
1 year   +2.27%
   
3 years*   +2.25%
   
5 years*   +3.84%
   
*annualized
Best 3 month return+5.60%  
Worst 3 month return-2.93%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years Above Average Below Average
5 years Average Below Average
10 years Above Average Below Average
Overall Above Average Below Average

Key statistics

Total assets28.80B 
Front load-  
Deferred load-  
Expense ratio0.59%  
Management fee-  
Fund familyJPMorgan 

Asset allocation

Cash6.75%  
Stocks0.00%  
Bonds93.06%  
Other0.20%  

Purchase information

Initial$1,000,000  
Additional$0  
IRA Initial$1,000,000  
11.75-0.05(-0.42%)
Feb 12, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to maximize total return by investing primarily in a diversified portfolio of intermediate- and long-term debt securities. The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. As part of its main investment strategy, it may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. The fund's average weighted maturity will ordinarily range between four and 12 years.
Fund filings (PDF) »
Asset managers:
Richard Figuly (Started: Sep 14, 2015)
Barbara Miller (Started: Sep 14, 2015)
Christopher Nauseda (Started: May 31, 2006)
Advisor Company:
J.P. Morgan Investment Management Inc
Fund family reports on Morningstar »
100 Wood Street, 245 Park Avenue, New York, NY 10167, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.28 0.03 0.34 0.79
Beta* 0.95 0.90 0.89 0.85
Mean annual return 0.01 0.17 0.29 0.41
R-squared* 95.78 97.87 97.30 89.04
Standard deviation 2.38 2.69 2.47 2.90
Sharpe ratio 0.04 0.72 1.37 1.27
* Against standard index

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